GAMMA Investing’s Union Bankshares UNB Stock Holding History

GAMMA Investing’s Portfolio UNB Stock Details UNB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$412	Hold	17	–	–	﹤0.01%	4012
2026 Q1	$413	Buy	+17	New	+$410	﹤0.01%	3975

Other funds holding UNB

CFSG

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

1IA

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

GAMMA Investing's UNB Position: Q2 2026 in Review

GAMMA Investing held its Union Bankshares (UNB) position steady in Q2 2026 at 17 shares worth $412. The position accounts for ﹤0.01% of the portfolio, ranked #4012.

GAMMA Investing first reported a position in UNB in Q1 2026 and has held it in 2 quarters since. The position peaked at $413 in Q1 2026. 8 funds tracked by Wall St. Rank hold UNB as of Q2 2026.

GAMMA Investing held 17 shares of Union Bankshares worth $412 as of Q2 2026.
GAMMA Investing left its Union Bankshares share count unchanged in Q2 2026.
Union Bankshares made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #4012 holding.
GAMMA Investing first reported a position in Union Bankshares in Q1 2026 and has held it in 2 quarters since.
GAMMA Investing's Union Bankshares position peaked at $413 in Q1 2026.
8 funds tracked by Wall St. Rank held Union Bankshares as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.